Concert Finance Sales Walkthrough

Follow the steps below to start selling with Concert Finance.

Step 1: Sign in to your SubcontractorHub account with your username and password. 

Step 2: Click on the "New Customer" button at the top of your screen to create a new lead.

Step 3: Input the customer’s address and basic information. The address can be added manually by clicking on the “Manual Address” checkbox. Select the job type and assign it to a user by clicking “Assign To”. Fill out setter and lead source details, as well as other information. 

Step 4: Click “Create customer” in the top-right corner of the page.

Step 5: You have now created a proposal card. Click "View Detail" to begin generating a design and pricing. You can title a proposal by clicking “Add Title”.

Step 6: Click the “Utility” drop-down box in the Consumption profile section and select the correct utility provider.

Step 7: Scroll down to enter the client's kWh usage. You can opt to either enter the monthly or annual usage by switching the toggle. The predictive AI will also generate an assumed consumption amount based on the address entered.

Likewise, if you only have a few months of data available, the software will attempt to auto-fill the other months' data.

Step 8: Click “Start Design”.

Step 9: Most homes will be able to utilize the AI-Assisted design tool. Identify the correct home, align it with the tool’s crosshair and click "Run AI Design". If you are working in a market where the AI-Assisted tool does not function seamlessly, you can toggle to "manual design" mode. Reference the "Switch from AI-Assisted Design to Manual" guide.

Step 10: Click on the modules that you want to include in the design. You will notice the

system size, offset, and production all change in real-time. 

Update Electric Bill pricing and Annual Usage that suit your customer’s needs. 

You can also select the type of panel that goes into the system alongside the design.

Step 11: Click “Save”. 

Step 12: Your AI-Assisted Design is ready with system size details. You can add an inverter and edit escalation, PPW, mounting type and roof type in this section. 

Step 13: Scroll down and turn on the battery toggle to add batteries to your proposal.

Step 14: Choose if you would like to quote a backup battery OR a grid-tied battery here.

Step 15:  Add as many rooms or appliances as your customer needs to back up. Select the room or appliance to increase or decrease the quantity. The battery recommendation algorithm will calculate how many batteries the customer needs to back up the added rooms or appliances and increase or decrease the number accordingly.

Step 16: Select your battery. You can increase or decrease the quantity of batteries required for your proposal.

Step 17: If you require additional adders to your quote, scroll down to the “Add-on” section. This section is optional. Click “Choose Adders”.

Step 18: Select the adders and click “Done”.

Step 19: You can add a down payment amount before selecting your finance options. 

Step 20: Scroll down to the financing section of the proposal and select Concert.

Step 21: Select “Finance Type” and click “Create Account”.

Step 22:  Click "Qualify Homeowner" to begin the qualification process. 

Step 23: Enter the SSN, Date of Birth, and Gross Annual Income of the customer. Click “Submit”.

Step 24: Once the qualification process is initiated, click “Sync”.

Step 25: Click “Yes”.

Step 26: Now, select the “Loan Type” and “Rate”. Click “Create Quote”.

Step 27: Your Concert finance card will be generated with details of the financing option.

Click “Finalize”.

Step 28: Click “Generate Finance Docs”.

Step 29: Click “Send Finance Docs”. 

Step 30: Click “Open URL”.

Step 31: You will be redirected to a new tab to proceed with the signing process. 

Step 32: Click “Continue”.

Step 33: Enter date of birth and click “Next”.

Step 34: You will be redirected to the signing process page.

Step 35: Acknowledge the checkbox and click “Continue”.

Step 36: Click “Start” to initiate the signing process.

Step 37: Click on the designated space to sign. 

Step 38: Click “Adopt and Sign”.

Step 39: Click “Finish”.

Step 40: Click “Continue”.

Step 41: Click “Continue” to pass control.

Step 42: Click “Close” to proceed. 

Step 43: Click “Sync Quotes”.

Step 44: Click “Yes” on the pop up window.

Step 45: Click “Upload HIC Document”.

Step 46: Upload your PDF file and click “Save”.

Step 47: Click “Upload Stipulation Documents”.

Step 48: Upload your “Photo ID” by clicking “+ Upload”.

Step 49: Upload your document and click “Save”.

Step 50: Upload your “Verification of Income” by clicking “+ Upload”.

Step 51: Upload your document and click “Save”.

Step 52: Click “Cancel”. Each uploaded document will be marked as “in review”.